# Prime Solutions Financial Services Corp.

> Prime Solutions Financial Services Corp. is a state-registered investment advisory firm, registered since 2011, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 120499
- Filed as: PRIME SOLUTIONS FINANCIAL SERVICES CORP.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/120499
- AdvisorCensus page: https://advisorcensus.com/firm/prime-solutions-financial-services-corp-120499

## Quick answers

**How is Prime Solutions Financial Services Corp. compensated?**
On its Form ADV (Item 5.E, October 2026), Prime Solutions Financial Services Corp. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Prime Solutions Financial Services Corp. registered with the SEC or a state?**
Prime Solutions Financial Services Corp. is a state-registered investment advisory firm, registered since 2011. Status as filed: APPROVED. CRD 120499.

**How much does Prime Solutions Financial Services Corp. manage?**
Prime Solutions Financial Services Corp. reports $14,193,714 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Prime Solutions Financial Services Corp. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29).

**Does Prime Solutions Financial Services Corp. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/120499

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $14,193,714
- Discretionary: $14,193,714
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $14,193,714 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2011 (15 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Prime Solutions Financial Services Corp. (CRD 120499): Form ADV filing data as of October 2026.